Musk, the world's giant who does not play cards according to common sense, has once again made a splash in the field of public opinion.
According to media reports, Musk is willing to invest $10 billion to $15 billion in cash for the Twitter bid.
The sources also said Musk could also consider borrowing with a 9.1 percent stake in his Twitter if necessary.
The move could raise an additional multibillion-dollar and is planned to launch bidding in about 10 days.
From publicly expressing his dissatisfaction with Twitter to becoming Twitter's largest external shareholder, it took only half a month for Musk, the world's richest man.
A few days later, a series of rumors seemed to point again to Musk's "imperative" to Twitter.
So, is Musk a "real acquisition" or a "rubbing heat"? What is the cost of swallowing Twitter? What is its ultimate goal?
"Real acquisition" or "rubbing heat"?
After the rumor broke, a series of "enthusiastic institutions" figured out for Musk how much it would cost to acquire Twitter.
Electric Starman understands that at Musk's price of $54.20 per share, the acquisition could end up costing $43 billion.
Although Musk is already the world's first "super rich", it is not easy to pull out the 43 billion.
The reason for this is that most of its assets are tied to Tesla stock.
One would mention that musk doesn't have "reinforcements" such as Morgan Stanley to help?
If you think about it, those "reinforcements" who claim to be willing to help bid are more based on marketing purposes, because the return on investment is "inappropriate".
In other words, most of them will only "mouth cannons" and will not really pay for it afterwards.
Therefore, if Musk really wants to swallow Twitter, there are not many options.
The first of these methods is to sell Tesla stock in large quantities.
Although this method is the most direct, this kind of large-scale sell-off is bound to put pressure on Tesla's stock price.
As an important part of Musk's "super rich", once Tesla has problems, perhaps its entire "basic disk" will be shaken.
From this point of view, Musk may not make such a "risky" move.
In addition, there is another kind, which is equity pledge.
However, this also has a drawback.
As a founder or an important shareholder, once the stock price falls below the closing line, if more "margin" cannot be added, it will cause the company's "stampede" behavior.
For other shareholders, the stakes are high and they may vigorously oppose this behavior.
In any case, the most panicked now must be Tesla's shareholders.
The "real action" behind the acquisition of Twitter
At this time, it may be necessary to ask, why did Musk buy Twitter?
Electric Star people believe that they may want more "right to speak" and further interfere with the platform's review mechanism.
In fact, before deciding on a "cash buyout" acquisition, Musk had packaged himself as a "white knight" who saved Twitter.
After that, he promoted his bidding for Twitter as a selfless dedication to the benefit of mankind.
For these superficial remarks, I will wait for the melon-eating masses to see and laugh.
As we all know, because Musk has more than 80 million followers on Twitter, this alone has saved Tesla a lot of advertising money in the past few years.
In addition, when he reduced his holdings in Tesla stock last year, he also launched a vote to use public opinion to "hedge" the risk of reducing holdings, which Musk has long been in full swing.
To put it bluntly, Twitter is Musk's "handy tool" to amplify the amount of propaganda and expand the business map.
Therefore, Musk still has a certain willingness to buy Twitter, but the electric star people believe that they are more holding the meaning of "can achieve a job".
Under the acquisition of Twitter, the "thunder and rain is small", Musk's other practical actions are also frequent.
The day Musk offered to buy Twitter for $43 billion in cash, there were "coincidental" rumors that Tesla was buying lithium companies.
Electric Starman believes that this may be Musk's "real intention", after all, it is also related to Tesla's future competitiveness.
In the case of lithium, Tesla is building a factory in Texas that converts spodumene concentrate (processed rocks containing lithium) into lithium hydroxide, a key component of electric vehicle batteries.
Tesla applied for a Texas license for its plant last year, according to Texas records, but it's unclear when the plant will open.
From this perspective, Musk is using a series of "fake actions" to cover up "true intentions."
Behind this, it is likely to be an attempt to reduce the price of spot lithium acquisitions.
Starting from Twitter, the investment is high, and the return expectation is expected to be "uncertain". Starting from lithium companies, the investment is low and the return certainty is high.
It is not difficult to consider how to choose.
Wisdom drives public opinion
From either point of view, musk's idea of acquiring Twitter is quite difficult.
After all, Twitter's internal management has also gradually made its attitude clear, rejecting Musk's "entry".
Judging from its own economic situation, there are strengths, but there are many constraints.
Next, the eyes of the world will continue to watch what Musk will do.